Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| American Balanced Fund | Dec 31, 2024 | 35.2M | 1.0B | 4.1% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2024 | 24.7M | 736.3M | 2.8% |
| Vanguard 500 Index Fund | Dec 31, 2024 | 23.8M | 708.6M | 2.7% |
| Washington Mutual Investors Fund | Dec 31, 2024 | 20.7M | 617.7M | 2.4% |
| Select Sector SPDR Fund-Energy Select | Jan 31, 2025 | 20.4M | 608.7M | 2.4% |
| Growth Fund of America Inc | Dec 31, 2024 | 20.2M | 601.3M | 2.3% |
| Vanguard Mid-Cap Index Fund | Dec 31, 2024 | 17.0M | 506.3M | 2.0% |
| Pacer U.S. Cash Cows 100 ETF | Oct 31, 2024 | 16.8M | 500.7M | 1.9% |
| American Funds Insurance Ser-Growth Fund | Dec 31, 2024 | 11.6M | 345.7M | 1.3% |
| Fidelity 500 Index Fund | Dec 31, 2024 | 10.9M | 325.0M | 1.3% |